Your key investment decision makers

A shared perspective with the team behind your portfolio.

Our Leadership Team

Matt Evans, CFA

President & CEO

With nearly 15 years in the financial services industry, Matt has a background as an experienced private wealth advisor and has held progressive leadership roles with CWB Financial Group in corporate strategy, mergers and acquisitions, and investor relations.

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Matt Evans, CFA

President & CEO

Jim Andrews, CA, CPA, MBA

Chief Operating Officer

With nearly 20 years in the financial services industry, Jim has extensive experience in sales, operations, and management. Jim has held a number of primary leadership roles in his career, including Chief Financial Officer and Executive Vice President at MGI Securities.

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Jim Andrews, CA, CPA, MBA

Chief Operating Officer

Mark Arthur, B. Admin., MBA, CFA

Executive Vice President, CWB Wealth Management

Mark works closely with senior management, consultants and client support professionals across Canada in his role to provide the stability, expertise and objective counsel that clients receive.

Mark Arthur, B. Admin., MBA, CFA

Executive Vice President, CWB Wealth Management

Scott Blair, CFA

Chief Investment Officer

Scott’s expertise in portfolio management and equity research stems from his over 25 years of experience in the financial industry. His role sees him developing, executing and overseeing the investment philosophy, which guides the investment teams, asset allocation and new investment products.

Scott Blair, CFA

Chief Investment Officer

Joelle Ritter, CFP® 

VP, Wealth Management Client Solutions

For over 20 years, Joelle’s career has seen her work in a diverse range of roles, building on her experience and expertise in financial planning and client relations. She’s previously worked in wealth management and banking and held senior leadership roles in client experience, sales and marketing.

Joelle Ritter, CFP® 

VP, Wealth Management Client Solutions

Loretta Carbonelli

Chief Compliance Officer

Earning a long list of titles, responsibilities and designations, Loretta’s more than 30 years in the financial services has seen her previously work with a variety of organizations, providing oversight in compliance, operations and human resources.

Loretta Carbonelli

Chief Compliance Officer

Linnea McKercher, CFA

VP, Portfolio Manager

Linnea’s more than 20 years in the investment management industry has seen her work in a multitude of roles, including senior leadership experience in all areas of investment management including asset management, compliance, client management and sales.

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Linnea McKercher, CFA

VP, Portfolio Manager

Tracy Easveld-Pontone

Head of Operations

Tracy's career in the industry began over 28 years ago. In her role as Head of Operations, she is responsible for all aspects of operations and client service administration, hardware and software development, technology issues, office administration, and client reporting.

Tracy Easveld-Pontone

Head of Operations

Kevin Dehod, CIM® 

President & CEO, CWB McLean & Partners

As a founding member of CWB McLean & Partners Wealth Management, Kevin has more than 25 years of investment management experience. He specializes in corporate strategy and team coaching, all while managing the wealth and finances for a limited client base.

Kevin Dehod, CIM® 

President & CEO, CWB McLean & Partners

Our Client Portfolio Management Team

Linnea McKercher, CFA

VP, Portfolio Manager

Linnea’s more than 20 years in the investment management industry has seen her work in a multitude of roles, including senior leadership experience in all areas of investment management including asset management, compliance, client management and sales.

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Linnea McKercher, CFA

VP, Portfolio Manager

Orest Fialka, P.Geo, CFA

AVP, Portfolio Manager

Orest’s more than 25 years of experience in the financial services industry has helped develop his specialization in the energy (oil and gas) and materials (gold and mining) sectors. He previously worked in securities analysis, portfolio analysis and in private wealth management.

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Orest Fialka, P.Geo, CFA

AVP, Portfolio Manager

Guanzhi Ma, CFA

AVP, Portfolio Manager

Guanzhi specializes in minimizing risk and strategically protecting the total wealth of business owners and entrepreneurs. Using a professional process to identify risks, he’s able to manage and reduce any downside in his clients’ business assets and personal portfolio.

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Guanzhi Ma, CFA

AVP, Portfolio Manager

Richard Pearson, CFA

AVP, Portfolio Manager

Richard has more than 20 years of experience in the financial services industry. He previously worked in asset management, sales, marketing, private wealth management and portfolio analysis. 

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Richard Pearson, CFA

AVP, Portfolio Manager

Ann Bawden, CIM®

AVP, Portfolio Manager

Ann has been a Licensed Portfolio Manager since 2015, the same year she earned her Chartered Investment Manager designation. Her experience in the wealth management industry includes previous roles in operations, trading, securities and asset management.

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Ann Bawden, CIM®

AVP, Portfolio Manager

Brett Phare, FMA, CFP®, CIM®, FCSI®

AVP, Private Wealth Specialist

With over 20 years of experience working in the private wealth industry, Brett deeply understands the intricacies of high-net-worth clients.

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Brett Phare, FMA, CFP®, CIM®, FCSI®

AVP, Private Wealth Specialist

Stephanie Mann, BBA, CFP®, PFP

AVP, Private Wealth Specialist

With over 20 years of experience in the private wealth management industry, Stephanie has a deep understanding of the intricacies and complexities of high net worth clients. The client is at the center of everything Stephanie does. 

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Stephanie Mann, BBA, CFP®, PFP

AVP, Private Wealth Specialist

Luke Siemens, BComm.

Associate Portfolio Manager

With over 2 years of experience in the commercial real estate industry, Luke has experience analyzing and recommending investment opportunities for his clients and executive management. 

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Luke Siemens, BComm.

Associate Portfolio Manager

Our Research Team

Scott Blair, CFA

Chief Investment Officer

Scott’s expertise in portfolio management and equity research stems from his over 25 years of experience in the financial industry. His role sees him developing, executing and overseeing the investment philosophy, which guides the investment teams, asset allocation and new investment products.

Scott Blair, CFA

Chief Investment Officer

Malcolm Jones, MBA, CFA

Portfolio Manager, Fixed Income

Malcolm has 25 years of experience in wealth management. He joined the CWB team in 2010 and now directs the analysis and execution of fixed income projects for Onyx Managed Solutions and Adroit Investment Method. Today, he manages more than 60 different client relationships with CWB Wealth Management.

Malcolm Jones, MBA, CFA

Portfolio Manager, Fixed Income

Liliana Tzvetkova, CFA

Portfolio Manager, Equities

Lilly has close to 10 years of experience in the investment management industry as an equity analyst and portfolio manager. She spent half of her career with CWB, where she oversees the Equity Portfolio with the Adroit Investment Method. Previously, she worked with Dundee Capital Markets and Industrial Alliance securities.

Liliana Tzvetkova, CFA

Portfolio Manager, Equities

Aliyah Khatri, CFA, FRM

Associate Portfolio Manager, Credit

Aliyah has over 12 years of credit risk management experience, and specializes in credit analysis and financial modeling. She has spent the last five years focused within the investment industry, working as an analyst for ICBC’s fixed income investment team. Her current role sees her analyzing companies for fixed income investment and monitoring economic trends.

Aliyah Khatri, CFA, FRM

Associate Portfolio Manager, Credit

Mark Maksymowych

Research Analyst, Equities

Mark completed his Bachelor of Commerce degree at the University of Alberta and is currently working through the Charted Financial Analyst program. He specializes in researching North American equities, including analysis of business models, financial metrics, management teams and growth potential.

Mark Maksymowych

Research Analyst, Equities

Connor Barth

Research Analyst, Equities

Connor graduated the University of Alberta with a degree in mechanical engineering. He worked for Canadian Natural Resources as a facility engineer, while working towards his CFA designation and also has experience working at a sell-side firm.

Connor Barth

Research Analyst, Equities

Mykel Samuel, MBA

Research Analyst, Reporting

Mykel spent his first year with CWB Wealth Management on our operations team as the Mutual Fund Administrator before moving to Research. His previous experience also includes private banking, asset management and executing fixed income and equity trades. His current role sees him reporting and trading for the money market, fixed income, and equity.

Mykel Samuel, MBA

Research Analyst, Reporting